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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
3351
Institutional & Family Asset Management
Colorado
$204K
BHBT
3352
Burke & Herbert Bank & Trust
Virginia
$204K
CWM
3353
Chemistry Wealth Management
New York
$203K +$212K +884 New
PF
3354
Parker Financial
Washington
$203K -$108K -450 -34%
SP
3355
SWS Partners
Ohio
$203K -$9.37K -39 -4%
SA
3356
Scarborough Advisors
Maryland
$203K +$212K +881 New
AF
3357
Affiance Financial
Minnesota
$202K -$2.64K -11 -1%
ODIJL
3358
One Day In July LLC
Vermont
$202K +$212K +880 New
RIM
3359
Reliant Investment Management
Tennessee
$201K +$3.13K +13 +2%
LA
3360
Lifeworks Advisors
Michigan
$200K -$24.5K -102 -10%
FMP
3361
Financial Management Professionals
Texas
$200K -$13.5K -56 -6%
NMG
3362
New Millennium Group
Utah
$195K
FWM
3363
Focused Wealth Management
New York
$192K -$2.4K -10 -1%
FCMT
3364
Founders Capital Management (Texas)
Texas
$192K +$8.41K +35 +4%
AWM
3365
Abound Wealth Management
Tennessee
$191K +$2.64K +11 +1%
SAM
3366
Sycomore Asset Management
France
$189K -$28.8K -120 -13%
FDCC
3367
Foster Dykema Cabot & Co
Massachusetts
$189K +$12K +50 +6%
VNA
3368
Valley National Advisers
Pennsylvania
$188K +$20.4K +85 +12%
TWP
3369
TFO Wealth Partners
Ohio
$187K +$721 +3 +0.4%
HCPC
3370
Hamilton Capital Partners (Canada)
$184K -$144K -600 -43%
RWM
3371
Raffa Wealth Management
District of Columbia
$184K
TIM
3372
Tortoise Investment Management
New York
$182K +$2.88K +12 +2%
CWAF
3373
Core Wealth Advisors (Florida)
Florida
$182K
EARNEST Partners
3374
EARNEST Partners
Georgia
$180K
TFGT
3375
TS Financial Group (TSFG)
Illinois
$178K